+68.0%
LIN vs GLDM
+126.2%
-58.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | +3.6% | +1.9% | +1.7% | +3.3% |
| 30D | +6.4% | -1.7% | +8.1% | +6.5% |
| 3M | +6.5% | -3.5% | +10.0% | +6.8% |
| 6M | +4.9% | -10.1% | +14.9% | +6.0% |
| YTD | +23.4% | -5.0% | +28.5% | +22.7% |
| 1Y | +26.3% | +2.8% | +23.5% | +23.9% |
| 3Y | +38.0% | +105.1% | -67.1% | +17.5% |
| 5Y | +68.0% | +124.3% | -56.3% | +27.6% |
| All | +68.0% | +126.2% | -58.2% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GLDM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling